AATIX
Price
$19.16
Change
-$0.11 (-0.57%)
Updated
Jul 28 closing price
Net Assets
209.33M
VSIIX
Price
$48.60
Change
-$0.25 (-0.51%)
Updated
Jul 28 closing price
Net Assets
55.61B
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AATIX vs VSIIX

Header iconAATIX vs VSIIX Comparison
Open Charts AATIX vs VSIIXBanner chart's image
Ancora/Thelen Small-Mid Cap I
Price$19.16
Change-$0.11 (-0.57%)
VolumeN/A
Net Assets209.33M
Vanguard Small Cap Value Index I
Price$48.60
Change-$0.25 (-0.51%)
VolumeN/A
Net Assets55.61B
AATIX vs VSIIX Comparison Chart in %
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VS
AATIX vs. VSIIX commentary
Jul 29, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AATIX is a StrongBuy and VSIIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. AATIX (209M). VSIIX pays higher dividends than AATIX: VSIIX (2.12) vs AATIX (0.18). AATIX was incepted earlier than VSIIX: AATIX (13 years) vs VSIIX (26 years). AATIX (1.22) is less costly to investors than VSIIX (0.06). AATIX is a more actively managed with annual turnover of: 83.19 vs. VSIIX (16.00). AATIX has a lower initial minimum investment than VSIIX: AATIX (5000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 3.38 vs. AATIX (-1.47). VSIIX return over 5 years is better than : 83.76 vs. AATIX (45.10).
AATIXVSIIXAATIX / VSIIX
Total Expense Ratio1.220.062,033%
Annual Report Gross Expense Ratio1.220.062,033%
Fund Existence13 years26 years-
Gain YTD1.7532.37774%
Front LoadN/AN/A-
Min. Initial Investment500050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets209M55.6B0%
Annual Yield % from dividends0.182.129%
Returns for 1 year-1.473.38-44%
Returns for 3 years29.8524.97120%
Returns for 5 years45.1083.7654%
Returns for 10 years47.6998.9448%
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